Business Audit
A focused diagnostic sprint that shows where your data lives, how reporting works, where manual work slows decisions, and where automation can create real business value
What the audit is
A short, structured engagement focused on understanding before tooling. We look at the systems and reports you already run and the people who run them, and map how things actually work today.
It's for product businesses whose sales, stock, and reporting are spread across ERP, CRM, POS, spreadsheets, and undocumented knowledge, and who want automation to help without rebuilding everything blind.
The audit stands on its own. You can take the roadmap and run it internally, hand it to another team, or build it with us as Processes Automation.
What we inspect
Where business data lives: ERP, CRM, spreadsheets, email, folders, PDF reports.
How reporting flows today, and where it stalls on manual work.
What internal knowledge is undocumented or trapped with individuals.
Which decisions are slow because the inputs arrive late or incomplete.
Where AI can realistically help, and where it cannot yet.
What you receive
Data source map
Every system and file that holds operational data, and how they connect.
Reporting & workflow map
How information moves today, with the manual bottlenecks marked.
AI-readiness assessment
An honest read on what your data foundation can and cannot support yet.
Priority opportunities
The highest-value places to start, ranked by effort and impact.
Implementation roadmap
A staged plan from foundation to automation, yours to keep.
When the audit is the right first step
If reporting takes manual effort, if decisions wait on data, or if you want AI but aren't sure the foundation is ready, start hereYou leave with a roadmap even if you never build with us